See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,450 | $80,717-79.6% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 40.4% | 66.8%-26.4pp | 78.1%-37.6pp | 68.3%-27.9pp |
| Annual return | 12.01% | 37.96%-25.9pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,650 | $3,303+10.5% | $5,540-34.1% | $4,212-13.3% |
| Admin fee / account holder | $1,000 | $6,746-85.2% | $14,329-93.0% | $7,344-86.4% |